Gene McGovern
MBA, CFP®
McGovern Financial Advisors, LLC
Principal
Gene McGovern
MBA, CFP®
McGovern Financial Advisors, LLC
Principal
As a fee-only, advice-only fiduciary financial planner, my focus is to help clients achieve a financially secure retirement while meeting their retirement goals, needs, and wishes. - Gene McGovern, MBA, CFP®
Fee-only financial planner located in Westfield, NJ, serving clients locally and across the country
Meet Gene McGovern
Gene McGovern is Principal at McGovern Financial Advisors located in Westfield, NJ.
Personal Background
I was born and raised in Portland, Maine. While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there: My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg. That heritage informs the values and characteristics that I hold and bring to my work as a financial planner: integrity, hard work, fairness, pragmatism, common sense.
Professional Background and Credentials
I’m a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors. I’m also an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where I teach several courses to professionals seeking the Certified Financial Planner™ certification, including retirement planning and estate planning.
I hold a B.A. in English from Yale University and an MBA in Taxation from New York University. I completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where I now teach, and passed the rigorous Certified Financial Planner™ Examination administered by the CFP® Board. I also passed the Series 65 Uniform Investment Adviser Law Examination, and my firm is a Registered Investment Advisor in the State of New Jersey.
Before founding McGovern Financial Advisors, I enjoyed a 30-year career in professional law and tax publishing. Among the positions I held were senior vice president at online legal publisher LexisNexis, and vice president of tax and accounting publishing at CCH, a unit of global publisher Wolters Kluwer. I also served as CEO of Marquis Who’s Who LLC, publisher of the venerable Who’s Who in America.
I’m a member of the National Association of Personal Financial Advisors, the country’s leading professional association of fee-only financial advisors, as well as the Financial Planning Association, the largest membership organization for CFP® professionals in the U.S.
Gene McGovern is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Gene McGovern is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Gene McGovern
Office Locations:
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425 Washington St
Westfield, NJ 07090
